KB Asset Management’s Target Date Fund (TDF) Exchange-Traded Fund (ETF) series is attracting significant investor attention as it delivers outstanding performance even amid volatile market conditions.
According to the fund evaluation firm FnGuide on December 22, the ‘RISE TDF2050 Active ETF’ has posted a year-to-date return of 15.75%, ranking first among 14 domestic TDF ETFs.
The ‘RISE TDF Active ETF’ series, launched in 2022, is a product that implements a life-cycle investment model (TDF) as an ETF, adjusting asset allocation based on the investor’s retirement timeline. It is designed to diversify investments across global equities, bonds, and alternative assets, providing effective asset allocation for long-term pension investors.
Currently, the series is managed across three vintages (2030, 2040, 2050), with the allocation to risky assets ranging from 55% to 78%. Investors can select a vintage according to their individual investment preferences.
The ‘RISE TDF Active ETF’ series is particularly notable for offering the lowest total expense ratio (0.01% per annum) among domestic TDF ETFs, enabling investors to pursue efficient long-term compound returns.
In addition, it is fully eligible for purchase within defined contribution (DC) retirement pension plans and individual retirement pension (IRP) accounts.
Yook Donghwi, Head of ETF Product Marketing at KB Asset Management, stated, “The RISE TDF ETF series is a product that combines both cost efficiency and stability, which are essential for pension investments. By offering the lowest fees in the domestic market, we aim to maximize real returns and support investors’ stable retirement planning through a global asset allocation strategy.”
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